A tailored investment service for you

We want to help you build the future of your dreams. To achieve this, you need to collaborate with trusted professionals who can offer you suitable investments to meet your needs. This is at the core of CIBC Wood Gundy Investment Consulting Service (ICS) – an exclusive investment platform.

ICS is a discretionary, separately managed account program. This means that while you maintain control over your investment portfolio, professional investment managers make the day-to-day investment decisions on your behalf. You hold all stocks, bonds, cash and other investment securities in your name in one or more separate accounts.

Enjoy unique benefits and features

With ICS, you can access a wide array of institutional quality investment managers, diverse strategies, asset classes and investment styles. Enjoy several benefits when you invest with ICS:

Personalization – We develop a portfolio of investment strategies based on your objectives, risk tolerance and time horizon. Since you own the individual securities, you can apply reasonable constraints on your portfolio to restrict certain investments or exposure types.

Professional management – Access the talent of investment management professionals from around the world who are usually only available to institutional investors. To ensure that consistent, high-quality investment decisions are made for you, we partner with institutional-quality firms that use time-tested, rigorous research processes.

Transparency – You know what you own through comprehensive account performance information, fee summaries
and trade reporting. You also enjoy enhanced tax reporting with annual fee summaries to help with you your tax filing. Fees may be tax deductible for non-registered accounts.